Trusts & Estates Tax Partner — Private Client Leader

Anchin; New York (NY); Hybrid; USD 200,000 - 500,000; Full time

Benefits offered by this job

Comprehensive benefits

Competitive salary

Job summary

Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving business development initiatives.

With over 12 years of experience in trust and estates tax services, the successful candidate will ensure compliance and deliver exceptional client service while mentoring a team.

Competitive salary ranging from $200,000 to $500,000 based on experience, along with comprehensive benefits.

Qualifications

• Minimum of 12+ years in trust and estates tax services, with significant leadership experience.
• Expertise in estate planning and wealth transfer strategies.

Responsibilities

• Oversee preparation and review of estate, gift, and fiduciary tax returns.
• Monitor and interpret changes in tax laws.
• Deliver exceptional client service and oversee complex tax planning.
• Advise clients on tax implications of financial and legal strategies.

Skills

Strategic tax advisory

Client relationship management

Compliance expertise

Tax law interpretation

Team development

Complex problem solving

Education

Bachelor’s degree in Accounting, Taxation, or a related field

CPA certification

Job description

Anchin is seeking a Trust and Estates Tax Partner in New York, NY within their Private Client Group. This full-time leadership role involves providing strategic tax advisory services to high-net-worth individuals and families, overseeing complex tax planning, and driving business development initiatives.

With over 12 years of experience in trust and estates tax services, the successful candidate will ensure compliance and deliver exceptional client service while mentoring a team.

Competitive salary ranging from $200,000 to $500,000 based on experience, along with comprehensive benefits.